Raymond
Blunk

Royal Alliance Associates, Inc

CRD#2011245
Investment Advisor
in Carmel, IN

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About this Advisor

Raymond Blunk is a financial advisor based out of Carmel, Indiana with 5 years of industry experience. Blunk is on the advisory team at Royal Alliance Associates, Inc. Their career trajectory has included roles at Total Financial Group, Transamerica Financial Advisors, Inc, Life Legacy Capital Creation, Signator Investors, Inc and Royal Alliance Associates, Inc. Blunk maintains a Series 63 license, qualifying them as a securities agent, and is registered to work in Indiana. Royal Alliance Associates, Inc is a registered investment business that has its headquarters in Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 financial advisors. It has $30 billion in assets under management across its 149,233 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 191 charities and foundations. Of its 149,233 customer accounts, just 11% are held by high-net-worth clients who have more than $1 million in investable assets. Royal Alliance Associates, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on which service is offered. However, fees billed by Royal Alliance Associates, Inc likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11711 N. Meridian Street Suite 110
Carmel, IN 46032

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

IN Average: $10,121,009,343
Total Number of Employees

3,704

IN Average: 92
Total Number of Accounts

149,233

IN Average: 6,978
Average Account Size

$197,920

IN Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Raymond Blunk Work History

Raymond has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2006 - 2016 (10 years)

Life Legacy Capital Creation

2002 - 2016 (14 years)

Transamerica Financial Advisors, Inc

1990 - 2014 (24 years)

Total Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Raymond Blunk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Austen Harvey
Jersey City, NJ
Pegge Barrier
Saint Petersburg, FL
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joel Morales
Wesley Chapel, FL
Arthur Cosper
Temple, TX
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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